← Directory

ASSET MANAGEMENT CONSULTING SERVICES, INC.

CRD 128793File 801-62460
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$144.2M
Bottom 25% of cohort (national)
Discretionary AUM
$144.2M
Clients
11
36 accounts
Employees
2
Bottom 25% of cohort in NJ

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
NYRO
Registration date
Oct 24, 2003
Principal office
293 EISENHOWER PARKWAY, SUITE 330, LIVINGSTON, NJ, 07039
Phone
212-628-7800
Website
Not reported

Assets & accounts

ADV Item 5F
Total regulatory AUM
$144.2M
Discretionary AUM
$144.2M
Non-discretionary AUM
$0
Discretionary accounts
36
Non-discretionary accounts
0
Total accounts
36
AUM per client
$13.1M

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals6$19.9M
Pooled investment vehicles5$124.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Other (described)REFERRAL ARRANGEMENTS
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Selection of other advisers

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.